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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,097 | $43,496-60.7% | $161,489-89.4% | $64,340-73.4% |
| Participation rate | 43.2% | 53.5%-10.3pp | 78.7%-35.5pp | 55.2%-12.1pp |
| Annual return | 13.54% | 20.76%-7.2pp | 89.72%-76.2pp | 24.14%-10.6pp |
| Employer contribution / active EE | $224 | $1,431-84.3% | $4,268-94.7% | $1,862-88.0% |
| Participant deferral / active EE | $791 | $1,996-60.4% | $5,630-85.9% | $2,980-73.4% |
| Admin fee / account holder | $1,136 | $2,330-51.3% | $16,006-92.9% | $3,703-69.3% |